IT Applications Specialist - Envestnet/MoneyGuide - SECU : Job Details

IT Applications Specialist - Envestnet/MoneyGuide

Join to apply for the IT Applications Specialist - Envestnet/MoneyGuide role at SECU

IT Applications Specialist - Envestnet/MoneyGuide

Join to apply for the IT Applications Specialist - Envestnet/MoneyGuide role at SECU

Get AI-powered advice on this job and more exclusive features.

If you are motivated and believe in the credit union philosophy of People Helping People, join our team!As the IT Applications Specialist, you will be a subject matter expert in a specific solution, system, and technology in the Financial Services Industry. You will build low code/no code solutions within systems, support solutions and implementation, document system, solution, project and team functionality, processes, decisions, etc. In this role you will also coordinate changes, liaise across IT and the business, and analyze relevant services and systems.Essential Responsibilities:

• Build
• Procedures to improve the existing systems by applying the appropriate changes or updates
• Day-to-Day unit functions of specialized technology such as: User management, License management (including new user setup/deactivation, roles, profiles, permissions, public groups)
• Medium complexity configuration changes, including (but not limited to): flow, fields, page layouts, record types, custom settings, dashboards and reports.
• Create and Optimize simple Workflows & Dashboards
• Support
• Tier 3 support for production systems
• SDLC
• Monitoring applications
• User support
• Coordinating
• Application upgrades
• Testing & deployment
• User training
• Releases/CRQ Owner
• Monitor user adoption
• Liaise with
• Business partners & users
• Vendors, both for implementation projects and issue support
• Technical liaison to software engineers, systems engineers, database administrators, and other IT teams
• Analysis of:
• Customer needs and developing of functional requirements that specify what the technology solutions should do and how they should perform.
• Current business processes and systems to identify their strengths and weaknesses. Identify opportunities for process improvement.
• Areas for improvement where technology can enhance efficiency, quality, or member satisfaction.

Required Education & Experience (Knowledge, Skills, & Abilities):

• 2 years of IT Applications Specialist experience in a financial institution
• Bachelor's degree in Software Engineering, Business, Information Systems, Data Analysis, or Engineering
• Understands, but still learning about the SECU organization, Finance Industry, banking, and has a service minded work ethic.
• Strong experience with financial software like MoneyGuide and/or Envestnet
• Solution minded problem solver
• Collaborative team player with excellent communication skills both written and oral.
• Ability to the work schedule and attendance policy established by the manager.
• Ability to confidently interact with technical, non-technical, and management staff.
• Experience reviewing and refining product backlog and contributing to setting priority.
• Stay up to date on the latest industry trends and technical advancements.
• Ability to speak English fluently.
• Strong analytical skills with high attention to detail.
• Ability to serve as on-call responder for software the team supports.

Preferred Education & Experience (Knowledge, Skills, & Abilities):

• Software Development Life Cycle (SDLC)
• Experience working with JIRA
• Experience working with SCRUM Agile
• Working knowledge of Helix/Remedy

Job Environment & Physical Requirements:

• Sitting for prolonged periods
• Telephone for prolonged periods Text
• Computer for prolonged periods

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.DisclaimerState Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionEngineering and Information Technology

Referrals increase your chances of interviewing at SECU by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Get notified when a new job is posted.

Sign in to set job alerts for “Information Technology Application Specialist” roles.

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr